Financial advisors and lenders · California

Financial advisors and lenders in Folsom, CA

173 financial advisors in Folsom with phone numbers, 55 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Folsom list freeSee a sample
173
businesses
100%
have a phone number
32%
have an email address (55)
—
average Google rating
Sample

A sample of financial advisors and lenders in Folsom

Twelve of the 173 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Christopher Taylor MFTMental Health Clinic; Medical Center; Financial Service—Yes(916) •••-••••Available
R And R MortgageFinancial Service; Legal Service—Yes(916) •••-••••Available
Mye CheckLoans Agency—Yes(916) •••-••••Available
Plaza Home MortgageLoans Agency—Yes(916) •••-••••Available
SAFE Credit Union - OfficeFinancial Service; Legal Service—Yes(800) •••-••••Available
Gatl Auto Financing Folsom CAFinancial Service; Legal Service—Yes(916) •••-••••Available
Planned SolutionsFinancial Planner—Yes(916) •••-••••Available
Lisa Nielsen - HomeGuide MortgageLoans Agency—Yes(510) •••-••••Available
Silverback CapitalLoans Agency—Yes(800) •••-••••Available
Edward Jones - Financial Advisor: Kevin C ParisiFinancial Service; Legal Service—Yes(916) •••-••••Available
Central Valley Community BankBank; ATM; Financial Service—Yes(916) •••-••••Available
Pinnacle CapitalLoans Agency—Yes(916) •••-••••Available

Showing 12 of 173. Data refreshed October 2026.

The market

What Folsom's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 173 have no rating yet — prime prospects for review and reputation services.
19 (11%) have no website listed — a ready-made list for web design and SEO offers.
31% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service73
  • Loans Agency33
  • Financial Planner21
  • Financial Service15
  • Financial Service; Legal Service; Business Service14
  • Financial Service; Legal Service; Structure4

Area codes

  • (916)156
  • (925)4
  • (800)3
  • (855)2
  • (510)2
  • (310)1
Playbook

How to sell to financial advisors in Folsom

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Folsom financial advisors leads

How many financial advisors and lenders in Folsom, CA are in the database?
173 financial advisors and lenders in Folsom, CA, as of October 2026. 173 of them have a phone number and 55 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Folsom list of 173 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Los Angeles, CASan Diego, CASan Francisco, CASan Jose, CASacramento, CAFresno, CALong Beach, CARiverside, CAAll financial advisors and lenders →

Other businesses in Folsom

RestaurantsSalons and spasReal estate officesEverything in Folsom →

Start calling Folsom financial advisors today

25 free credits, no card. Search "financial advisors in Folsom" and unlock your first 25 contacts.

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